


Gemini Financial Planning
Financial Services • Cheltenham, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 1 Montpellier Parade, Cheltenham, GL50 1UA, GB |
| Phone number | +447592921 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Retirement Planning, Inheritance Tax Planning, Protection, Mortgage Advice |
| Founded | 2011 |
| Employees | 1-10 |
Key Contact at Gemini Financial Planning
Julian Sutton
Director
Gemini Financial Planning Email Formats
Gemini Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@geminifinancialplanning.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@geminifinancialplanning.co.uk | 100% |
About Gemini Financial Planning
Gemini Financial Planning Ltd is based in leafy Montpellier in the heart of Cheltenham, Gloucestershire. We provide Independent Advice and Strategic Financial Planning to both private and corporate clients. We have 5 Independent Financial Planners, 2 paraplaners and our ever dependent administrators. We are very much a forward thinking company that work together with our client's other professional advisers such as solicitors and accountants to ensure that the financial planning strategies that we recommend are tax efficient, future proof and cost efficient. All of our advisers employ the same ethos that without our clients we are nothing and therefore we are hugely service focused and always strving to build long term relationships with clients where possible. Whilst we view ourselves as very much a practice, we are able to offer specialist advice in the following areas: - Investments and Savings - Pensions and Retirement Planning (both personal and occupational) - Inheritance Tax and Estate Planning If you wish to discuss our sevices further, please do contact us on 01242 253199 or enquiries@geminifinancialplanning.co.uk
Gemini Financial Planning revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Gemini Financial Planning has never raised funding before.
Gemini Financial Planning Tech Stack
Discover the technologies and tools that power Gemini Financial Planning's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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